Gallagher Fiduciary Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
140,984
+1,844
| +1% | +$277K | 0.82% | 9 |
|
|
2025
Q1 | $17.7M | Buy |
139,140
+1,389
| +1% | +$177K | 0.58% | 14 |
|
|
2024
Q4 | $19.2M | Sell |
137,751
-1,732
| -1% | -$241K | 3.76% | 5 |
|
|
2024
Q3 | $18.4M | Buy |
139,483
+10,103
| +8% | +$1.33M | 3.73% | 6 |
|
|
2024
Q2 | $16.5M | Buy |
129,380
+48,519
| +60% | +$6.19M | 3.7% | 8 |
|
|
2024
Q1 | $9.48M | Buy |
80,861
+6,778
| +9% | +$794K | 0.34% | 19 |
|
|
2023
Q4 | $7.71M | Sell |
74,083
-44,496
| -38% | -$4.63M | 0.27% | 19 |
|
|
2023
Q3 | $11.2M | Sell |
118,579
-52,284
| -31% | -$4.96M | 0.99% | 18 |
|
|
2023
Q2 | $16.7M | Sell |
170,863
-12,352
| -7% | -$1.21M | 1.27% | 14 |
|
|
2023
Q1 | $16.3M | Buy |
+183,215
| New | +$16.3M | 1.34% | 14 |
|